Investor Influence 2019 - Miami | The Family Office Club | 5 February 2019 | Rusty Pelican Miami Restaurant, 3201 Rickenbacker Causeway, Key Biscayne, FL 33149, USA

The Investor Influence Workshop is a day dedicated to helping investment marketing, investor relations, and capital raising professionals learn about and apply influence and persuasion best practices to their investment firms. There are few better returns on investment of time than dialing in exactly how you position yourself and your firm, attract potential clients and investors, interact with them in a way that is engaging and authority-building, and add value consistently to potential leads that could say yes to your offering over time, so they know and trust you.

Through his post-masters studies at Harvard University and his work founding and building the Family Office Club into both a platform of family office investors and an investor relations suite of tools Richard C. Wilson has spent 1,000’s of hours learning and interpreting proven influence principles and has found practical ways for you to leverage these tools for your own strategic advantage in investor relations. While most chase leads, and call upon investors, Richard spends more energy attracting leads and receiving qualified warm inquiries on how to work together from ultra-wealthy clients and family offices.

The Investor Influence Workshop is a more advanced program meant to come after completing our Capital Raising Catalyst Workshop and it is something that everyone from a real estate developer, to a hedge fund manager, or operating business looking to raise capital will find relevant on multiple levels. We offer this workshop just twice a year and during it you will participate in small group exercises, share strategies with peers, and complete a worksheet to help summarize and cement your takeaways to implement in your business. This workshop is fast-paced, practical, and meant for anyone who wants to improve their ability to improve their investor relations, investment marketing, capital raising, deal flow, or positioning in their marketplace.

2019 Speakers:

Dan Drennan
Hedge US

Joseph McNair
Warren Averet Asset Management

David Weisburd

Karen M. Schmid
Moirai Capital Management, LLC

Michael Herr
BroadRiver Asset Management, L.P.

Don F. Wilkinson
Family Office Consulting, LLC

Justin Browe
Founding Partner Sage Lane Capital

Mike Krumenacker
Director of Business Development & Investor Relations at Taum Sauk Capital Management

Johanna Thornblad
Meridian Fund Managers

Alexander Camargo
Celent

Isabella Fonseca
Celent

David Stevens
Southern Asset Management

Marquita Maria Topovski
The Marquita Group

John Braund
Amscorp Capital Ltd

Dr. Jerry Drobenko

Frank Mariuaro
Moutrose Accounting

Tony Hartman
Mark Private Capital

2019 Sponsors:

• CLINT ARTHUR